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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.8B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.39B
4
Vanguard Group
Vanguard Group
Pennsylvania
$38.9B
5
LPC
Lone Pine Capital
Connecticut
$668M

Top Sellers

1
State Street
State Street
Massachusetts
$21.2B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.35B
3
Barclays
Barclays
United Kingdom
$413M
4
Franklin Resources
Franklin Resources
California
$4.51B
5
GIM
Generation Investment Management
United Kingdom
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
2351
Northwest Quadrant Wealth Management
Oregon
$262K +$20.5K +281 +8%
SMH
2352
Sanders Morris Harris
Texas
$262K +$27.8K +403 +12%
SEIA
2353
Signature Estate & Investment Advisors
California
$258K -$171K -2,481 -40%
LRIC
2354
Long Road Investment Counsel
Michigan
$257K – – –
MFT
2355
Moisand Fitzgerald Tamayo
Florida
$255K – – –
ACM
2356
AUA Capital Management
Pennsylvania
$255K +$207K +3,000 +429%
LWA
2357
Lenox Wealth Advisors
New York
$253K -$4.62K -67 -2%
ACM
2358
Advisors Capital Management
New Jersey
$253K +$253K +3,668 New
EF
2359
Empirical Finance
Pennsylvania
$252K – – –
KCM
2360
Karp Capital Management
California
$252K +$252K +3,649 New
WCM
2361
Weatherstone Capital Management
Colorado
$252K +$252K +3,661 New
GAM
2362
Garrison Asset Management
Arkansas
$250K -$34.5K -500 -12%
PFC
2363
Phocas Financial Corp
California
$250K – – –
EARNEST Partners
2364
EARNEST Partners
Georgia
$250K – – –
BCM
2365
Baltimore Capital Management
Maryland
$249K – – –
RAM
2366
Riggs Asset Management
Pennsylvania
$249K +$41.3K +600 +20%
WI
2367
Welch Investments
Alabama
$248K – – –
KA
2368
KLCM Advisors
Wisconsin
$248K +$19.3K +280 +8%
SS
2369
Sunbelt Securities
Texas
$246K -$359K -5,216 -59%
PWAG
2370
Polaris Wealth Advisory Group
California
$243K +$243K +3,523 New
MIC
2371
MU Investments Company
Japan
$242K -$75.4K -1,100 -24%
CB
2372
Cooke & Bieler
Pennsylvania
$241K -$75.7K -1,100 -24%
PM
2373
Parametrica Management
Hong Kong
$240K +$240K +3,487 New
GAAM
2374
Guinness Atkinson Asset Management
California
$239K – – –
SDWMA
2375
Schneider Downs Wealth Management Advisors
Pennsylvania
$238K +$18.6K +270 +9%
93 94
95
96 97